top-banner-new

Everything you need to know to build the Wealth Firm of the Future​

Simple yet powerful ideas that you can implement yourself

Please Enter Valid Email !

Latest Posts

Succession Planning

Luxury versus Responsibility

Amar Pandit , CFA , CFP

The plumber’s house leaks and the carpenter’s house creaks. We smile when we hear this line, but it hides a truth that every financial professional needs to confront. We spend our lives ….
Read More

December 10, 2025 | 2 Minute Read

Growth

The Biggest Lie

Amar Pandit , CFA , CFP

There is a silent danger in the world of financial advice and mutual fund distribution. It does not look dangerous. It looks safe. Comfortable. Predictable. It whispers familiar words. “Do ….
Read More

December 9, 2025 | 7 Minute Read

Nano Learning

The Magic Certainty Button

Amar Pandit , CFA , CFP

Every financial professional / MFD I meet is searching for the same thing, even if they do not say it out loud. Certainty. Certainty that markets will behave. Certainty that clients will sta ….
Read More

December 5, 2025 | 3 Minute Read

Growth

Size, Capacity, and Scale

Amar Pandit , CFA , CFP

Size is often mistaken for success. Many founders of wealth firms measure their progress by AUM, revenue, or number of clients. But size alone is not enough. A firm can be big on those numbe ….
Read More

December 2, 2025 | 5 Minute Read

Nano Learning

Your Future Depends On…

Amar Pandit , CFA , CFP

I met an MFD recently who had gone from Rs 120 Crore AUM to Rs 95 Crore. He did not say much, but his silence said everything. Something had slipped. A few clients had left. A few relationsh ….
Read More

November 28, 2025 | 3 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

Read More

Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 6 bestselling books, 8 Sketch Books and 2000 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

Show Less

Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

Read More

What's Amar Reading